MFS INTER INCOME TR
SH BEN INT · CUSIP 55273C107
102
institutional holders
+9 vs Q3 2023
56.6m
shares reported held*
$151.7mreported value*
12 new
24 added
21 reduced
9 sold out
net bought ≈ $3.3m (+1.2m shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $2.68.
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 85 |
| Q4 2022 | 91 |
| Q1 2023 | 96 |
| Q2 2023 | 93 |
| Q3 2023 | 93 |
| Q4 2023 | 102 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 38 | 24 |
| Q1 2023 | 39 | 27 |
| Q2 2023 | 29 | 35 |
| Q3 2023 | 32 | 28 |
| Q4 2023 | 36 | 30 |
Biggest buyers
| MORGAN STANLEY | Added | +1.1m |
| SIT INVESTMENT ASSOCIATES INC | Added | +932.1k |
| AMERIPRISE FINANCIAL INC | Added | +427.4k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | New | +166.6k |
| JPMORGAN CHASE & CO | Added | +132.1k |
| Tolleson Wealth Management, Inc. | New | +130.8k |
| Invesco Ltd. | Added | +124.8k |
| Equitable Holdings, Inc. | Added | +56.4k |
| WOLVERINE ASSET MANAGEMENT LLC | New | +48.1k |
| LPL Financial LLC | Added | +43.2k |
Biggest sellers
| UBS Group AG | Reduced | -678.2k |
| GraniteShares Advisors LLC | Sold out | -519.6k |
| EVOKE WEALTH, LLC | Reduced | -347.0k |
| Ameritas Advisory Services, LLC | Sold out | -148.2k |
| 1607 Capital Partners, LLC | Reduced | -50.2k |
| Karpus Management, Inc. | Reduced | -47.5k |
| SHAYNE & JACOBS, LLC | Sold out | -37.2k |
| Portside Wealth Group, LLC | Sold out | -29.1k |
| OSAIC HOLDINGS, INC. | Reduced | -28.6k |
| Pekin Hardy Strauss, Inc. | Sold out | -25.0k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| SIT INVESTMENT ASSOCIATES INC 13G · institution +1.2 pts · filed 2026-10-01 | 31.1% |
Fell to 5% or below in the last year: 1607 Capital Partners, LLC (3.9%, 2026-08-14)
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC 1.44% of their portfolio | 21.9m $58.7m | Added +932.1k |
| 1607 Capital Partners, LLC 1.90% of their portfolio | 10.1m $27.1m | Reduced -50.2k |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 8.2m $22.0m | Unchanged |
| Karpus Management, Inc. 0.41% of their portfolio | 5.1m $13.6m | Reduced -47.5k |
| MORGAN STANLEY 0.00% of their portfolio | 2.8m $7.6m | Added +1.1m |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 1.4m $3.7m | Added +427.4k |
| Invesco Ltd. 0.00% of their portfolio | 1.3m $3.4m | Added +124.8k |
| Significant Wealth Partners LLC 1.07% of their portfolio | 546.0k $1.5m | First filing |
| Equitable Holdings, Inc. 0.01% of their portfolio | 412.8k $1.1m | Added +56.4k |
| Hara Capital LLC 0.72% of their portfolio | 384.2k $1.0m | First filing |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 350.2k $938.4k | Reduced -15.5k |
| Relative Value Partners Group, LLC 0.05% of their portfolio | 311.5k $834.8k | Added +11.8k |
| NewEdge Advisors, LLC 0.01% of their portfolio | 255.4k $694.6k | Added +7.9k |
| Transform Wealth, LLC 0.06% of their portfolio | 240.7k $645.1k | Added +3.1k |
| Kingsview Wealth Management, LLC 0.02% of their portfolio | 226.7k $607.6k | Added +15.6k |
| Fortitude Advisory Group L.L.C. 0.35% of their portfolio | 215.0k $576.3k | Added +1.9k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.04% of their portfolio | 166.6k $446.4k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 160.2k $429.2k | Reduced -28.6k |
| UBS Group AG 0.00% of their portfolio | 150.9k $404.4k | Reduced -678.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 136.7k $366.3k | Added +132.1k |
| Tolleson Wealth Management, Inc. 0.07% of their portfolio | 130.8k $351.0k | New |
| STEPHENS INC /AR/ 0.01% of their portfolio | 128.1k $343.2k | Reduced -2.5k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 114.6k $307.3k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 105.5k $282.7k | Added +43.2k |
| OPPENHEIMER & CO INC 0.00% of their portfolio | 99.0k $265.3k | Unchanged |
| Private Advisor Group, LLC 0.00% of their portfolio | 98.4k $263.7k | Reduced -5.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 85.7k $229.6k | Reduced -21.7k |
| Shaker Financial Services, LLC 0.09% of their portfolio | 83.9k $224.9k | Added +20.9k |
| CWM, LLC 0.00% of their portfolio | 82.0k $220.0k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 76.3k $204.0k | Added +2.9k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 65.5k $176.0k | Added +9.6k |
| Penbrook Management LLC 0.12% of their portfolio | 65.4k $175.3k | Reduced -700 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 63.1k $169.0k | Reduced -6.9k |
| OPTIMUM INVESTMENT ADVISORS 0.07% of their portfolio | 54.0k $144.7k | Unchanged |
| SMITH, MOORE & CO. 0.02% of their portfolio | 50.6k $135.7k | Reduced -1.9k |
| Atria Wealth Solutions, Inc. 0.00% of their portfolio | 49.0k $131.4k | Added +81 |
| WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio | 48.1k $128.8k | New |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 46.8k $125.4k | Added +6.3k |
| Cresset Asset Management, LLC 0.00% of their portfolio | 46.2k $123.8k | Unchanged |
| Dakota Wealth Management 0.00% of their portfolio | 38.3k $102.6k | Unchanged |
| Concurrent Investment Advisors, LLC 0.00% of their portfolio | 37.8k $101.3k | First filing |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio | 36.8k $98.6k | Unchanged |
| ASSETMARK, INC 0.00% of their portfolio | 34.8k $93.2k | Unchanged |
| MELFA WEALTH MANAGEMENT, INC. 0.09% of their portfolio | 34.1k $91.5k | Reduced -16.5k |
| L.M. KOHN & COMPANY 0.03% of their portfolio | 31.2k $83.7k | Added +103 |
| EVOKE WEALTH, LLC 0.16% of their portfolio | 30.0k $80.4k | Reduced -347.0k |
| TOWNSQUARE CAPITAL LLC 0.00% of their portfolio | 29.2k $78.2k | Added +42 |
| Greytown Advisors Inc. 0.04% of their portfolio | 28.6k $76.7k | Unchanged |
| NOMURA HOLDINGS INC 0.00% of their portfolio | 28.4k $76.0k | New |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 25.8k $69.0k | Added +5.5k |
| Argent Trust Co 0.00% of their portfolio | 25.0k $67.0k | Added +15.0k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 24.5k $65.7k | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 24.5k $66.0k | Added +70 |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 22.3k $59.7k | Reduced -10.7k |
| HighTower Advisors, LLC 0.00% of their portfolio | 21.8k $58.0k | Reduced -23.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 21.8k $58.3k | Reduced -22.7k |
| XTX Topco Ltd 0.01% of their portfolio | 18.6k $49.9k | New |
| PHILADELPHIA TRUST CO 0.00% of their portfolio | 16.1k $43.0k | Unchanged |
| RAYMOND JAMES TRUST N.A. 0.00% of their portfolio | 15.9k $42.5k | Unchanged |
| Smith Salley Wealth Management 0.00% of their portfolio | 15.8k $42.2k | Reduced -550 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 15.5k $41.5k | Unchanged |
| SignalPoint Asset Management, LLC 0.01% of their portfolio | 13.9k $37.0k | Added +116 |
| Register Financial Advisors LLC 0.02% of their portfolio | 13.4k $36.0k | New |
| Commonwealth Financial Services, LLC 0.01% of their portfolio | 12.0k $32.2k | Unchanged |
| Quadrant Private Wealth Management, LLC 0.01% of their portfolio | 12.0k $32.2k | New |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 11.8k $31.5k | Unchanged |
| EP Wealth Advisors, LLC 0.00% of their portfolio | 11.5k $30.8k | Unchanged |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.00% of their portfolio | 11.4k $30.5k | Added +35 |
| Cetera Advisors LLC 0.00% of their portfolio | 11.2k $29.9k | Unchanged |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 10.4k $27.8k | Reduced -994 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 10.3k $27.5k | Unchanged |
| Rossmore Private Capital 0.00% of their portfolio | 10.3k $27.5k | Unchanged |
| BRAVE ASSET MANAGEMENT INC 0.01% of their portfolio | 10.0k $26.8k | Unchanged |
| WOODMONT INVESTMENT COUNSEL LLC 0.00% of their portfolio | 10.0k $26.8k | Unchanged |
| COMERICA BANK 0.00% of their portfolio | 5.1k $13.7k | Reduced -107 |
| MONETARY MANAGEMENT GROUP INC 0.00% of their portfolio | 4.0k $10.7k | Unchanged |
| Anchor Investment Management, LLC 0.00% of their portfolio | 4.0k $10.7k | Unchanged |
| Concord Wealth Partners 0.00% of their portfolio | 3.9k $10.3k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 3.5k $9.7k | Unchanged |
| LANARK FINANCIAL, INC. 0.00% of their portfolio | 2.7k $7.0k | Unchanged |
| Prestige Wealth Management Group LLC 0.00% of their portfolio | 1.9k $5.1k | Reduced -150 |
| ST GERMAIN D J CO INC 0.00% of their portfolio | 1.7k $4.6k | Unchanged |
| UMB Bank, n.a. 0.00% of their portfolio | 1.0k $2.7k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.0k $2.7k | New |
| Sunbelt Securities, Inc. 0.00% of their portfolio | 1.0k $2.7k | Unchanged |
| Truvestments Capital LLC 0.00% of their portfolio | 1.0k $2.7k | New |
| Centerpoint Advisors, LLC 0.00% of their portfolio | 872 $2.0k | Unchanged |
| ALBION FINANCIAL GROUP /UT 0.00% of their portfolio | 631 $1.7k | Unchanged |
| Sachetta, LLC 0.00% of their portfolio | 567 $1.5k | First filing |
| SOA Wealth Advisors, LLC. 0.00% of their portfolio | 500 $1.3k | Unchanged |
| PFS Partners, LLC 0.00% of their portfolio | 500 $1.3k | New |
| DELTA ASSET MANAGEMENT LLC/TN 0.00% of their portfolio | 400 $1.1k | Unchanged |
| Highlander Capital Management, LLC 0.00% of their portfolio | 400 $1.1k | Unchanged |
| REAP Financial Group, LLC 0.00% of their portfolio | 350 $938 | First filing |
| Bogart Wealth, LLC 0.00% of their portfolio | 333 $892 | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 314 $842 | Unchanged |
| Strategic Investment Solutions, Inc. /IL 0.00% of their portfolio | 163 $437 | Reduced -10.1k |
| Key Financial Inc 0.00% of their portfolio | 150 $402 | Unchanged |
| Elequin Capital, LP 0.00% of their portfolio | 100 $268 | New |
| Retirement Group, LLC 0.00% of their portfolio | 83 $222 | Unchanged |